401(k)
2024 plan-year 401(k) DOL Form 5500

Precisely Software Incorporated 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Precisely Software Incorporated · Massachusetts · Information & Media

What the 2023 filing shows

Precisely Software Incorporated 401(k) Plan holds $329M for 1,099 participants — about $299,705 per participant, up 15.0% over the 2024 plan year.

$329M
total plan assets (2024 EOY)
1,099
covered participants
$299,705
avg assets per participant
+15.0%
assets growth YoY
Total Assets (2023)
$329M
Participants
1,099
Industry
Information & Media

What the Filing Says About Precisely Software Incorporated 401(k) Plan

Precisely Software Incorporated 401(k) Plan is a 401(k) retirement plan sponsored by Precisely Software Incorporated, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $329M in total end-of-year assets and covers 1,099 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 221854351, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $286M at the beginning of 2024 to $329M at year-end — a gain of 15.0%. Net assets (after liabilities) closed the year at $329M, with reported net income of $43M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$286M
Total Assets (End of Year)$329M
Net Assets (End of Year)$329M
Net Income$43M
Plan Type401(k)
Employer EIN221854351
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Precisely Software Incorporated)

Year Plans Participants Total Assets
2022 1 817 $252M
2023 1 1,190 $286M
2024 1 1,099 $329M

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Frequently Asked Questions

How much money is in the Precisely Software Incorporated 401(k) Plan?
As of the 2024 Form 5500 filing, Precisely Software Incorporated 401(k) Plan holds $329M in total assets with 1,099 participants. It is sponsored by Precisely Software Incorporated.
What type of plan is Precisely Software Incorporated 401(k) Plan?
Precisely Software Incorporated 401(k) Plan is a 401(k) plan. It has been effective since 1975-01-01. The plan is filed with the U.S. Department of Labor under EIN 221854351.
Who sponsors the Precisely Software Incorporated 401(k) Plan?
Precisely Software Incorporated 401(k) Plan is sponsored by Precisely Software Incorporated, located in Massachusetts. The sponsor's EIN is 221854351 and the plan operates in the Information & Media industry.
How did Precisely Software Incorporated 401(k) Plan perform in 2024?
Precisely Software Incorporated 401(k) Plan grew by 15.0% during 2024, moving from $286M to $329M in total assets. Net income was $43M.
Where can I find official filings for Precisely Software Incorporated 401(k) Plan?
Official Form 5500 filings for Precisely Software Incorporated 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221854351 or plan name at efast.dol.gov.
How does Precisely Software Incorporated 401(k) Plan compare to other plans?
You can compare Precisely Software Incorporated 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221854351.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.